BIA
Barry Investment Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-169,034
| Closed | -$9.79M | – | 120 |
|
|
2024
Q1 | $9.79M | Sell |
169,034
-4,106
| -2% | -$238K | 3.26% | 8 |
|
|
2023
Q4 | $9.5M | Sell |
173,140
-1,960
| -1% | -$107K | 3.21% | 9 |
|
|
2023
Q3 | $9.03M | Sell |
175,100
-1,699
| -1% | -$87.6K | 3.25% | 8 |
|
|
2023
Q2 | $9.42M | Sell |
176,799
-3,014
| -2% | -$161K | 3.18% | 9 |
|
|
2023
Q1 | $9.86M | Buy |
179,813
+3,848
| +2% | +$211K | 3.23% | 8 |
|
|
2022
Q4 | $8.87M | Buy |
175,965
+22,314
| +15% | +$1.12M | 2.8% | 10 |
|
|
2022
Q3 | $6.75M | Buy |
153,651
+13,550
| +10% | +$595K | 2.31% | 17 |
|
|
2022
Q2 | $7.23M | Buy |
+140,101
| New | +$7.23M | 2.17% | 18 |
|